To The Moon

$HIMS 20260529 20.5 PUT$ I am bullish in Hims. Hims & Hers Health (HIMS) is heavily expanding its GLP-1 weight-loss offerings and platform, recently bringing access to generic semaglutide to Canada. To fund international growth and AI investments, the company priced an upsized $350 million convertible note offering.  Additionally, insider buying has surged, signaling strong corporate confidence. Key Corporate & Platform UpdatesGLP-1 Expansion: The telehealth platform expanded its weight-loss footprint internationally by launching generic semaglutide in Canada. Financial Moves: Prices for an upsized $350 million convertible senior notes offering were finalized to fuel international growth and accelerate AI-driven p

$ONDS 20260605 10.5 PUT$ $Ondas Holdings Inc.(ONDS)$ I am nibbling with DCA . Here is why :-- Ondas Holdings (NASDAQ: ONDS) is evolving from a developing startup into a major multi-domain autonomous defense and communications technology provider. The company's prospects are tied to the rapid surge in demand for autonomous systems, robotics, and counter-drone technologies. Key elements defining the company's prospects. Explosive Revenue GrowthMassive Projections: Ondas has projected full-year 2026 revenue to hit at least ($390) million, representing a roughly 670% year-over-year increase compared to 2025. Backlog Visibility: This trajectory is supported by a substantial pro-forma backlog exceeding ($450) million, primarily driv

$BMNR 20260529 18.0 PUT$ Missed the "Buy the dip". Nevertheless satisfy with small kopi treats for now. [Smile]  

$BMNR 20260529 18.0 PUT$ Sharing my conviction play[Bless]  :-- (NYSE: BMNR) currently has a very high, near-certain chance of entering the Russell 1000 index, having cleared the large-cap market capitalization threshold of \(\$5.7\) billion. Inclusion is highly probable when FTSE Russell finalizes the changes after the market close on June 26, 2026. Likelihood of InclusionMarket Cap Check: Companies are ranked by total market capitalization as of April 30. BMNR’s valuation is estimated between \(\$8.5\) billion and \(\$10.75\) billion, comfortably above the \(\$5.7\) billion large-cap minimum.Preliminary List: FTSE Russell published its preliminary index addition lists on May 23, 2026, and BMNR is included as a candidate

AEM, SGX-AWX. Comparing it's  key anchor ⚓️ investors actions throughout the volatile period. Based on their track records, it's a good reference for our decisions going forward. March 2026, Malaysia Employees Provident Fund (EPF) officially ceased to be a substantial shareholder in AEM Holdings Ltd (SGX:AWX). The pension fund executed back-to-back open-market liquidations to capitalize on the stock turning bullish momentum. [1] The 2-Day Divestment Breakdown The rapid sell-off took place over two consecutive trading days:  Day 1 (March 2, 2026): The EPF offloaded 6.45 million shares at an average price of S$2.97 per share. Day 2 (March 3, 2026): The fund sold an additional 1.90 million shares at a slightly higher average price of S$3.18 per share.  Total Cash Proc

$SOUN 20260515 12.0 CALL$   Continues to monitor closely as they grow via M&A aggressively. Just sharing :- SoundHound AI (NASDAQ: SOUN) recently reported a record Q1 2026 revenue of $44.2 million (a 52% year-over-year increase), announced the acquisition of conversational AI company LivePerson, and launched OASYS, an end-to-end agentic AI platform for business customer service. Key UpdatesQ1 2026 Earnings & Revenue: SoundHound posted record Q1 revenues of $44.2 million, driven by strong growth in its voice AI platforms. However, the stock experienced volatility following the earnings call due to persistent operational costs and a newly launched \(\$300\) million at-the-market (ATM) equity offering to fund ongoing

$INTC 20260508 70.0 PUT$ Intel ran too fast & furious. Nevertheless I got a small tiny bite. Now switching my attention to it's Singapore proxy AEM (ticker AWX at SGX).  I attended it's recent AGM and spoke with their senior management. I am impressed with their recent strategic  partnership with ASE- Taiwan. The deal is structured in two stages to align interests — AEM gets SGD12 million upfront, and ASE only gets more shares (at recent prices) if the partnership generates targeted revenues for AEM. Next , to receive another SDG117 Millions, with new business target met. This potentially helps AEM move beyond a few big customers into the wider OSAT ecosystem, which serves many chip compa

$INTC 20260508 70.0 PUT$ Aiya, should have double down even more with Intel Lip Bu Tan. An outstanding NTU's alumni👨‍🎓and inspiration to my students & SG Education 👏 

I think AEM Holdings Ltd still has uptrending potential. I attended AEM recent AGM and spoke with their top management. Here is why ? AEM offers application-specific intelligent system test and handling solutions for semiconductor and electronics companies serving the 5G and artificial intelligence (AI) markets. The group has five manufacturing plants located in Singapore, Malaysia, China, France and Finland. AEM just announced a stellar set of earnings for the first half of 2020. Revenue jumped by 81.7 per cent year on year to hit $273.7 million. Net profit more than doubled from $22.3 million a year ago to $55.3 million. All divisions recorded growth in sales, and demand for the group’s semiconductor test solutions continues to be robust. Although the pandemic has disrupted global s

I recommend the Zero to One . Here is why :-- Real innovation means creating a completely new thing that hasn't been seen before. Ten key concepts: 1. Start from scratch 2. Become a monopoly 3. The appeal of competition 4. The last-mover advantage 5. Success is not a lottery 6. The power law 7. The role of secrets 8. Culture and sales 9. Man and computers 10. The founder’s paradox Thiel's track record with Palantir Peter Thiel co-founded Palantir with Stephen Cohen, Joe Lonsdale, Alex Karp, and Nathan Gettings in 2003. Thiel invested approximately $30 million (from his own pockets and his Founders Capital venture capital fund) in the company. Before Palantir went public via a direct listing in 2020, Thiel owned 7%-10% of its private shares. He sold millions of shares after Palantir's marke